Executive DepartureThe announced departure of a key executive, Gary Steele, is a watchpoint for investors due to its potential impact on execution consistency.
Gross Margin PressureFor the second half, management guided gross margin to decline, mainly due to US tariffs on China and Mexico.
Security And Observability RevenueSecurity and Observability revenue growth was weak, but management noted solid order and RPO growth, driven by new XDR and SASE platforms, and expects growth to accelerate in the second half.